+176.5%
UBER vs GEHC
+2.6%
+173.9%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -1.4% | +3.5% | +2.5% |
| 7D | -4.5% | -7.9% | +3.4% | -2.1% |
| 30D | -7.6% | -11.7% | +4.1% | -4.0% |
| 3M | +5.8% | +0.8% | +4.9% | +5.4% |
| 6M | +0.3% | -11.6% | +11.9% | +3.4% |
| YTD | -11.2% | -21.6% | +10.4% | -5.4% |
| 1Y | -23.0% | -15.3% | -7.7% | -20.2% |
| 3Y | +53.6% | -0.5% | +54.1% | +49.6% |
| All | +176.5% | +2.6% | +173.9% | +166.2% |
Cumulative growth
Daily Returns
Daily percentage return beside GEHC.
Daily Out/Under-Performance
Portfolio return minus GEHC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEHC return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded GEHC wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling